Firstly, go to your Workspace and select the ‘Clients’ section. Select the client from the list or add the client to your workspace if necessary (see here how to do it).

Client

The client section displays the name of the person, their company and a direct access to the chat.

Prices

By default, your new clients will not be able to see your prices giving you time to configure their settings properly. Once you have completed the full configuration, click on Only show.

You can also manage the price groups in which the client has been added (see how to create a price group). You can decide how they are applied either by the cheapest price first or another order that you decide.

When the client has a special discount or markup applied to the base price (either in the price shown in your catalogue or in the price group created), you can add it in this section. You can also setup the transport cost by kg or pallet and the currency that it is used by the client.

Orders

In this section, you can decide if the orders placed by this customer will be accepted manually by you, or automatically. If ‘automatically’, and you have ERP integration enabled, the order will pass directly to the ERP system without further intervention.

Integration

If your ERP system has been integrated with Consentio, you will add here the unique Customer Identity Code, which identifies this customer within the ERP system.

Addresses

In this section add the address of the client and the transport cost that you will charge them for delivering to that specific location. When the client has several addresses, add the transport cost for each address. The client will be able to see these extra costs when applied to the order.

Security

If you wish to ‘block’ a client, enable the grey button and this client will no longer be able to place orders.

Sales with this client

This section will allow you to create a New sale with this client, upload a new order through our Magic orders facility or consult the entire list of sales between you and this client by clicking on the Go to sales made to this client button.

Firstly, Go to your Workspace and select the ‘Clients’ section. Select the client from your client list or add the client to your workspace if necessary (see here how to do it).

Client

The client section displays the name of the person, and their company. To access their contact details simply click on See details.

Additionally, you can mute notifications from this client by enabling the grey button.

Prices

By default, your new clients will not be able to see your prices, giving you time to configure their settings properly. Once you have completed the full configuration, select Only show.

You can also see the price groups to which the client has been added (see how to create a price group). The ability to Add new price groups is only available on Consentio Webapp.

If the client has a special discount or markup applied to the set price either in the price shown in your catalogue or in the price group created, you can include it in this section. You will also be able to set the transport cost by kg or pallet and the currency that it is used by the client.

Orders

In this section, you can decide if the orders placed by this customer will be accepted manually by you, or automatically. If ‘automatically’, and you have ERP integration enabled, the order will pass directly to the ERP system without further intervention.

Integration

If your ERP system has been integrated with Consentio, you will add here the unique Customer Identity Code, which identifies this customer within the ERP system.

Addresses

In this section add the address of the client and the transport cost that you will charge them for delivering to that specific location. If the client has several addresses, add the transport cost for each of them and the client will be able to see these extra costs when applied to the order.

Security

If you wish to ‘block’ a customer, simply ‘enable’ the grey button and this client will not be able to place you more orders.